Defining Security Permissions using Permission Sets

Permission sets are predefined sets that define the status of all permission checkboxes in a single object. The permission set description describes the status of the permissions in this set.

You can define security using permission sets in the wizard; refer to the procedure below. You can also define security settings in the Add User dialog box; refer to Adding a Security Row.

To define security using permissions sets:

1. In the Security step of the wizard, double-click the Permissions Set cell of the desired security row. A drop-down list appears with the list of permissions set options.
2. In order to assign a predefined permission set to the selected security row, select the desired permission set from the drop-down list.
3. You can click Add to add additional security row (users/user groups) and assign a permissions set to it.
4. Click Edit to edit the permissions set of the selected security row (users/user groups).

   If you change the default permissions set, its name will appear in the list as "Custom".

5. Click Finish.